Laura Kay Peterson
Investment adviser representative at Jfg Family Office
12 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 yearsFirm in business
Are you Laura Kay Peterson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Johnson Financial Group LLC dba Jfg Family OfficeNov 2020 to now
- Jfg Family OfficeDec 2018 to now
- Jfg Wealth Management, LLCDec 2018 to Dec 2025
- Johnson Financial Group LLCDec 2018 to Nov 2020
- NoneMay 2018 to Dec 2018
- U.S. Bancorp Investments, Inc.Aug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CO).
Jfg Family Office
Legal name: Johnson Financial Group LLC
$4.5BAssets managed
164Clients
35Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4459805
- Firm CRD
- 125101